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Redmont Wealth Advisors LLC

All holdings · as of Dec 31, 2025

307 positions

CompanyClassValueShares% of portfolio
Walt Disney Co$259.9K2,2840.4%
STATE STREET BLACKSTONE HIGH INCOME ETF$251.7K8,8500.4%
Apple Inc.$248.5K9140.4%
INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF$188.2K8,9800.3%
SPDR GOLD SHARES$179.9K4540.3%
DIMENSIONAL U.S. SMALL CAP ETF$162.1K2,3260.2%
Duke Energy Corp$157.9K1,3470.2%
ISHARES TREASURY FLOATING RATE BOND ETF$149.0K2,9530.2%
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF$145.5K1,4970.2%
VERIZON COMMUNICATIONS INC$139.5K3,4250.2%
OneMain Holdings Inc$138.7K2,0530.2%
JOHNSON & JOHNSON$124.6K6020.2%
Meta Platforms Inc$118.3K1790.2%
ARES CAPITAL CORPARCCCommon Stock$104.7K5,1740.2%
Sixth Street Specialty Lending, Inc.TSLXCommon Stock$103.7K4,7760.2%
Mastercard Inc$98.8K1730.1%
Visa Inc$94.0K2680.1%
Broadcom Inc.$93.4K2700.1%
iShares MSCI UAE ETF$91.1K3,9560.1%
JPMORGAN CHASE & CO$89.2K2770.1%
BOSTON SCIENTIFIC CORP$83.7K8780.1%
INTUIT INC.$82.1K1240.1%
Bank OZK$80.4K1,7480.1%
VANGUARD MID-CAP ETF$79.8K2750.1%
EATON VANCE TAX-MANAGED DIVERS COM$78.8K5,1380.1%
Eaton Corp plc$78.7K2470.1%
ISHARES RUSSELL 2000 VALUE ETF$78.0K4300.1%
Arista Networks, Inc.ANETCommon Stock$76.0K5800.1%
CATERPILLAR INC$73.9K1290.1%
ASML HLDG NV N Y REGISTRY SHS$68.5K640.1%
ALTRIA GROUP, INC.$66.4K1,1510.1%
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF$65.9K1,9480.1%
Parker-Hannifin Corp$65.0K740.1%
ASTRAZENECA PLC ORD$64.2K6980.1%
MidCap Financial Investment CorpMFICCommon Stock$63.8K5,5740.1%
JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUNDHTDClosed-End Fund$61.8K2,6120.1%
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF$60.0K1,8340.1%
VANGUARD TOTAL CORPORATE BOND ETF$57.8K7450.1%
COLUMBIA EM CORE EX-CHINA ETF$57.3K1,4950.1%
EXXON MOBIL CORP$55.2K4590.1%
ELI LILLY & Co$54.8K510.1%
Philip Morris International Inc.$54.2K3380.1%
Motorola Solutions, Inc.$52.9K1380.1%
GLADSTONE LAND Corp$50.6K5,5260.1%
ORACLE CORP$48.5K2490.1%
ABBOTT LABORATORIES$48.3K3850.1%
Monster Beverage Corp$47.5K6200.1%
LINDE PLC$46.5K1090.1%
INVESCO S&P SPIN-OFF ETF$45.2K4530.1%
MCDONALD'S CORP$43.7K1430.1%
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